Prerequisites for practitioners to assign and be assigned patients in Care Manager:
Active-status.
A selected open treatment or multiple selected open treatments can be assigned to any practitioner / EXACT user who is configured with security access for Care Manager. See Configuring security rights for Care Manager
To assign Patient open treatments to a practitioner:
In the Care Manager screen select an open treatment or SHIFT-click / CTRL-click to select multiple open treatments.
Click the Assign button.
Select a practitioner from the dropdown menu, and then click OK:
The practitioner's name will appear in the Assigned To column against that open treatment:
Result:
In EXACT that practitioner will see a notification that they have at least one assigned patient with Open, Booked, Contacted and/or Snoozed status:
They can click this icon to display all open treatments for all practitioners.
Or they can click the dropdown and opt to view only My Assigned Patients:
